SVWAG
F icon

Sound View Wealth Advisors Group’s Ford F Stock Holding History

Sound View Wealth Advisors Group’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$361K Sell
31,297
-5,101
-14% -$67.2K 0.02% 317
2025
Q4 		$478K Buy
36,398
+3,501
+11% +$45.1K 0.03% 276
2025
Q3 		$393K Sell
32,897
-3,820
-10% -$44K 0.03% 307
2025
Q2 		$398K Buy
36,717
+535
+1% +$5.45K 0.03% 301
2025
Q1 		$363K Buy
36,182
+2,628
+8% +$25.7K 0.03% 308
2024
Q4 		$332K Sell
33,554
-4,090
-11% -$43.6K 0.03% 325
2024
Q3 		$398K Buy
37,644
+1,953
+5% +$22.3K 0.03% 293
2024
Q2 		$448K Sell
35,691
-1,954
-5% -$24.2K 0.05% 245
2024
Q1 		$500K Buy
37,645
+6,414
+21% +$77.8K 0.05% 236
2023
Q4 		$381K Sell
31,231
-617
-2% -$6.87K 0.04% 271
2023
Q3 		$396K Sell
31,848
-173
-0.5% -$2.25K 0.05% 250
2023
Q2 		$484K Buy
32,021
+4,247
+15% +$53.7K 0.06% 226
2023
Q1 		$350K Sell
27,774
-3,457
-11% -$43.3K 0.05% 265
2022
Q4 		$381K Buy
31,231
+5,292
+20% +$68K 0.04% 271
2022
Q3 		$291K Buy
25,939
+4,823
+23% +$67.5K 0.07% 216
2022
Q2 		$235K Buy
21,116
+2,527
+14% +$34.6K 0.05% 252
2022
Q1 		$314K Buy
18,589
+3,362
+22% +$63.9K 0.06% 232
2021
Q4 		$316K Sell
15,227
-2,370
-13% -$43.6K 0.06% 229
2021
Q3 		$249K Buy
17,597
+4,700
+36% +$63.9K 0.05% 254
2021
Q2 		$192K Sell
12,897
-3,292
-20% -$43.8K 0.04% 281
2021
Q1 		$198K Buy
16,189
+2,993
+23% +$34.2K 0.05% 262
2020
Q4 		$116K Buy
13,196
+200
+2% +$1.68K 0.03% 252
2020
Q3 		$87K Hold
12,996
– – 0.02% 244
2020
Q2 		$79K Sell
12,996
-4,250
-25% -$23.5K 0.02% 241
2020
Q1 		$83K Sell
17,246
-5,910
-26% -$44.3K 0.03% 211
2019
Q4 		$215K Sell
23,156
-1,779
-7% -$16K 0.06% 231
2019
Q3 		$228K Sell
24,935
-5,182
-17% -$49.2K 0.07% 226
2019
Q2 		$308K Buy
+30,117
New +$297K 0.09% 192

Other funds holding F

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors Group's F Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Ford (F) stake by 14% in Q1 2026, selling an estimated $67.2K and leaving 31,297 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #317.

Sound View Wealth Advisors Group first reported a position in F in Q2 2019 and has held it in 28 quarters since. The position peaked at $500K in Q1 2024. 1,693 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Sound View Wealth Advisors Group held 31,297 shares of Ford worth $361K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 5,101 Ford shares in Q1 2026, an estimated $67.2K.
  • Ford made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #317 holding.
  • Sound View Wealth Advisors Group first reported a position in Ford in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Ford position peaked at $500K in Q1 2024.
  • 1,693 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.